Bellface Inc. (Headquarters: Minato-ku, Tokyo; CEO: Kazuaki Nakajima), the developer of the Salesforce data entry agent 'bellSalesAI,' has announced that Sanju San Bank, Ltd. (Head Office: Yokkaichi, Mie; President: Gotaro Michihiro), a regional bank primarily serving Mie and Aichi, has officially adopted the service.
### Background of Adoption Sanju San Bank faced several challenges in its sales operations: 1. **High Workload for Recording**: Simultaneous note-taking and conversation put a strain on staff. Manual entry after returning to the branch was time-consuming, sometimes exceeding 30 minutes per record. 2. **Improving Service Quality**: The need to take notes often distracted staff from focusing on customer needs, risking the loss of key keywords. 3. **Standardizing Quality**: Significant differences in the quality and detail of records existed between individual staff members.
### Key Evaluation Points After a 3-month trial (PoC) comparing three different products, bellSalesAI was selected for the following reasons: - **High Summarization Accuracy**: The high-sensitivity recording captured voices even at a distance, and the speed and accuracy of the resulting summaries were the best among the products tested. - **User Feedback**: The intuitive smartphone app UI was highly rated by branch staff, leading to high usage frequency in quantitative metrics. - **Support System**: Bellface provided thorough manuals and quick responses, leveraging their expertise with other banking institutions to ensure a smooth implementation.
### Results and Future Expectations - **Significant Time Reduction**: Branches saw an average reduction of 10-30 minutes per record, while headquarters achieved an average of 30-60 minutes, with some staff saving over 60 minutes. - **Improved Engagement**: Free from the burden of simultaneous note-taking, staff could focus entirely on dialogue. Feedback indicated that the accurate summaries helped staff recall vivid details of their meetings. - **Broad Application**: While initially intended for retail investment and insurance interviews, the tool is now being frequently used by corporate sales and head office staff.
FACT BOX
- Source: PR TIMES
- Category: Partnership
- Organizations: Salesforce
- Products / services: bellSalesAI / Salesforce